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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2016
- Office Locations
- 42
Office Locations
About Iams Wealth Management, LLC
IAMS Wealth Management supports independent financial advisors with institutional-quality back-office and compliance services, plus hands-on sales/ops help for new accounts, maintenance, investment proposals, and portfolio allocation reviews. Advisors get a curated tech stack (e.g., MoneyGuidePro, Holistiplan, Wealthbox) and training/onboarding support, with an ETF and mutual-fund oriented portfolio construction toolkit. Differentiator: calls are answered by a real person during business hours, and an in-house creative team builds turnkey websites and marketing.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Charles Richard Heuring
Chairman, Chief Executive Officer, President
- CRD
- #6735080
- Ownership
- 25% but less than 50%
STEVEN MICHAEL MURRAY
Managing Member, President
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
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Jason Arredondo
Financial Advisor, General Partner
- CRD
- #7411275
Michael Leroy Audi
President
- CRD
- #6941055
Showing 2 of 57 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $397,226,191 | $165,511 |
| Non-Discretionary | $0 | -- |
| Total | $397,226,191 | $165,511 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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